Jim Bullard - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Jim Bullard is a financial advisor based in Rolling Hills Estates, California, providing financial planning and investment guidance to local clients. He specializes in helping individuals and families navigate their financial journeys, focusing on retirement planning and investment management. As part of the Morgan Stanley network, Jim offers personalized financial strategies tailored to meet the unique needs of his clients. His practice is dedicated to empowering clients to achieve their financial goals through informed decision-making and strategic planning.

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